Greenwell Capital Management, LLC

Overview

Greenwell Capital Management, LLC is a small, individually owned advisory firm operating as a limited liability company that combines investment management with insurance brokerage. The firm serves both individuals and families as well as institutional clients, charging advisory fees as a percentage of assets under management. Investment activity is centered on liquid public markets, with a clear preference for exchange-traded equities; equities represent the single largest asset bucket in the firm’s portfolios. The advisory scope includes separate account portfolio management for individuals and small businesses, portfolio management for business and institutional clients, and pension consulting services. Operationally the firm appears to run a concentrated, client-focused practice rather than a multi-state or large-scale allocator. Greenwell Capital Management, LLC is not identified as an active ESG investor. It relies on third-party mutual funds for some exposure and also deploys external managers for alternative allocations when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices